Opes Wealth Management LLC
- SEC CIK
- 0001766918
- Latest filing
- Apr 29, 2026
NEE holding history
Nextera Energy Inc in every 13F filed by Opes Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
NEE overviewAll 13F holders of NEEFull Q1 2026 holdings
- Shares (Q1 2026)
- 4,241
- Value
- $393.9K
- % of portfolio
- 0.1%
- Quarters held
- 12
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,241 | $393.9K | 0.1% | −15−0.4% | Reduced | Holders |
| Q4 2025 | 4,256 | $341.7K | 0.1% | −35−0.8% | Reduced | Holders |
| Q3 2025 | 4,291 | $323.9K | 0.1% | −793−15.6% | Reduced | Holders |
| Q2 2025 | 5,084 | $352.9K | 0.1% | +727+16.7% | Added | Holders |
| Q1 2025 | 4,357 | $308.9K | 0.1% | +41+0.9% | Added | Holders |
| Q4 2024 | 4,316 | $309.4K | 0.1% | −94−2.1% | Reduced | Holders |
| Q3 2024 | 4,410 | $372.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 4,410 | $312.3K | 0.1% | +218+5.2% | Added | Holders |
| Q1 2024 | 4,192 | $267.9K | 0.1% | −134−3.1% | Reduced | Holders |
| Q4 2023 | 4,326 | $262.8K | 0.1% | −462−9.6% | Reduced | Holders |
| Q3 2023 | 4,788 | $274.3K | 0.1% | +51+1.1% | Added | Holders |
| Q2 2023 | 4,737 | $351.5K | 0.1% | +4,737 | New | Holders |